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Sara Hemmings

12 Years of Experience
Loveland, CO
Broker

Sara Hemmings is a registered investment advisor at Morgan Stanley, based in Loveland, CO, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

6125 Sky Pond Drive, Loveland, CO, 80538

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Sara is a board member for A Woman's Place, a civic/religious/community organization, since January 2021. She spends minimal time on business development, fundraising, sales/marketing, and other activities for the organization.

Employment History
Current Registrations
Morgan StanleyBroker
September 2015 - Present · 10 yrs 8 mos
Morgan Stanley
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Signator Investors, INC.
March 2015 - July 2015 · 4 mos
Signator Investors, INC.Broker
March 2015 - July 2015 · 4 mos
Curian Capital, LLC
March 2013 - November 2013 · 8 mos
Jackson National Life Distributors LLCBroker
January 2013 - June 2014 · 1 yr 5 mos
State Registrations38 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.